Tania A. Devries

Employer firm

Oxford Financial Group, Ltd CRD 105303

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  Oxford Financial Group, Ltd
  Grand Rapids, MI
• 12/2009 → 04/2018
  Huntington National Bank
  Grand Rapids, MI
• 04/2024 → 09/2024
  Innovia Wealth
  Grand Rapids, MI
• 04/2018 → 04/2024
  Pnc Bank
  Grand Rapids, MI
• 09/2024 → 01/2025
  Unemployment
  Grand Rapids, MI

Other Businesses

The Legal Assistance Center of West Michigan, not investment-related, Committee Member/Development, January 21, 2025, 2 hours per month, Advisory committee for the 501c3 funding ideas. Guiding Light Ministries - 501c3 not for profit, not investment-related, Advisory Board Member, January 1, 2024, 15 hours per month. Licensed Attorney, not-investment related, Estate Planning, January 1, 1997, 15 hours per year, periodic drafting of estate plans for family members. West Catholic Development, not investment-related, Committee Member, January 1, 2017, 2 hours per month. Advisory to Development group West Catholic High School.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-30